Hired by OneSource Virtual as the first internal resource with Workday Adaptive Planning implementation experience and tasked with leading the initial projects for the company; acquired by Collaborative Solutions 1/1/2023• Lead Workday Adaptive Planning Financial Planning and Workforce Planning engagements through the entirety of the implementation; involved in approximately 15 engagements and numerous application management services (AMS) tickets to date and have received multiple perfect Net Promoter Score (NPS) surveys from customers during and after implementations• Train colleagues on the Workday Adaptive Planning product, implementation best practices, and serve as a mentor and coach through their engagements• Participate in Workday led trainings and knowledge sharing sessions to ensure skills are acquired on new features, new features are being utilized when applicable and best practices being followed• Engage with prospective customers or organizations in the sales cycle to demo Workday Adaptive Planning, help scope engagements and review statements of work• Provide staffing assignments for legacy OneSource Virtual consultants on existing and future engagements in conjunction with Collaborative Solutions Workday Financials and Adaptive Planning leadershipCertified in Workday Adaptive Planning, FINS Contracts to Cash, and Launch Methodology.

• Define business needs with clients in design and requirement sessions and provide solution recommendations in industries that include technology, medical device, CPG, retail, healthcare, manufacturing and more• Implement new or enhance current Oracle or Workday solutions with cross functional client teams using agile methodology and assist with project management to ensure timelines are met• Examples of solutions include creating, maintaining, and upgrading; budgeting, forecasting, actuals and operational applications, multi-dimensional member hierarchies, data integrations, business rule and custom calculation scripting and standardized financial reports through EPM tool interface or Microsoft Excel add in• Provide hands-on training and client-specific documentation to ensure that new and upgraded tools can be used to the maximum benefit of the client upon go-liveAssist advisory services in organizational assessments designed to highlight strengths and weaknesses in prospective client infrastructure and provide recommendations for possible solutions

• Prepare budgets and forecasts for expenses associated with various Care Delivery Shared Services national departments and ensure accurate submission to forecasting platforms• Complete monthly close packages for Care Delivery Shared Services on a departmental and consolidated-basis and present financials to department and financial leadership teams• Validate financial statements for assigned Care Delivery departments and confirm that journal entries are booked accurately and recommend corrections when applicable• Connect with department leaders and finance colleagues across Care Delivery to improve monthly and quarterly reporting, drive consolidation efficiencies and enhance work streams with cross functional teams • Perform ad hoc analyses on relevant business metrics including membership, medical trend, risk adjustment factor and others to present to finance and Optum leadership

• Prepare budgets and forecasts for general and administration expenses and review and approve purchase orders for assigned segments to ensure accurate incorporation into forecasting models• Discuss current and upcoming initiatives with business partners and finance leadership on a monthly basis and determine ways to reduce costs or increase the benefits received• Own the company-wide expense allocation process and ensure that costs are being distributed to the respective business units using appropriate methodology• Serve as the primary finance contact between IT, legal and the facilities teams for renovation projects in two locations and report progress to executive leadership• Improve the monthly and quarterly reporting process by discussing specific needs with business partners and utilizing the available tools to provide detailed reports

• Prepare statutory accounting statements for multiple legal entities within UnitedHealthcare and ensure that NAIC and state filings requirements are being met on a quarterly and annual basis • Prepare multi-segment journal entries and work with segment teams to ensure that UnitedHealthcare legal entities are accurately presenting and recording transactions• Lead and engage in initiatives designed to improve the efficiency and effectiveness of the statutory filing process for quarterly and annual statements • Train new employees on the statutory filing process and provide mentorship throughout their first year• Perform ad hoc analyses concerning legal entity issues and work with cross-segment teams to resolve issues that affect the statutory filings

• Prepared earnings releases and investor presentations to be filed with the SEC and presented by TCF’s CEO• Reviewed consolidated financial statements and extracted necessary information to be included in TCF’s Form 10-Q and Form 10-K • Input consolidated information into IBM Cognos Financial Statement Reporting to be formatted and presented in quarterly and year-end filings in accordance with GAAP• Developed a more efficient method to streamline data reporting from various business units within TCF by analyzing critical data requests and eliminating unnecessary forms